OKR template to boost efficiency, unify team, and grow account base
Your OKR template
On team unification, the OKR seeks a 15% improvement in project completion rates by fostering an atmosphere of collaboration. This will be done through tasks encouraging interdependence and communication, a systematic approach to project management, and the execution of regular team-oriented exercises and workshops.
The third part of this OKR is directed towards growing the account base with the acquisition of 30 new accounts. Following up and closing on leads, identifying potential clients through extensive market research, and developing a unique and directed marketing campaign are the steps to be taken towards achieving this.
The overall key performance metric is the respective accomplishment percentages, which will be tracked, showing a visual progress of 0.0% up to 100.0% for each of the three objectives. The percentage represents the completion level of each objective in accordance with the defined initiatives.
ObjectiveBoost efficiency, unify team, and grow account base
KRIncrease productivity rates by 25% through process optimization
Implement new technologies for process automation- Identify inefficiencies in current work processes
- Train staff in optimized work methodologies
- KRFoster team collaboration resulting in 15% improvement in project completion rates
- Assign collaborative tasks to increase interdependence and communication
- Establish a systematic approach to project management
- Implement regular team building exercises and workshops
- KRAcquire 30 new accounts through targeted marketing strategies
- Follow up and close on leads
- Identify potential clients through market research
- Develop and implement targeted marketing campaign
How to edit and track OKRs with Tability
You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.
Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.
With Tability you can:
- Use AI to draft a complete set of OKRs in seconds
- Connect your OKRs and team goals to your project
- Automate reporting with integrations and built-in dashboard
Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.
The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.
Step 1. Sign up for a free Tability account
Go tohttps://tability.app/signup and create your account (it's free!)
Step 2. Create a plan
Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.
Step 3. Use the magic importer
Click on Use magic import to open up the Magic Import modal.
Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
Once your example is in the plan editor, you will be able to:
- Edit the objectives, key results, and tasks
- Click on the target 0 → 100% to set better target
- Use the tips and the AI to refine your goals
Step 4. Publish your plan
Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale